Prospect Financial Group LLC Top Holdings and 13F Report (2025) About Prospect Financial Group LLCInvestment ActivityProspect Financial Group LLC has $81.29 million in total holdings as of December 31, 2024.Prospect Financial Group LLC owns shares of 59 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Bond Market ETF $7,209,848Pinterest $6,866,968Vanguard Total International Bond ETF $5,637,723Vanguard Total Stock Market ETF $4,911,473Dimensional Emerging Markets Core Equity 2 ETF $4,727,868 Sector AllocationMap of 500 Largest Holdings ofProspect Financial Group LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$7,209,848100,2628.9%ETFPINSPinterest$6,866,968236,7928.4%Computer and TechnologyBNDXVanguard Total International Bond ETF$5,637,723114,9386.9%ETFVTIVanguard Total Stock Market ETF$4,911,47316,9476.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,727,868180,5225.8%ETFDFACDimensional U.S. Core Equity 2 ETF$4,563,523131,9325.6%ETFVOOVanguard S&P 500 ETF$3,908,3617,2544.8%ETFDFICDimensional International Core Equity 2 ETF$3,784,860146,4454.7%ETFFRELFidelity MSCI Real Estate Index ETF$2,669,67498,8043.3%ETFAVDVAvantis International Small Cap Value ETF$2,593,17839,8463.2%ETFAVDEAvantis International Equity ETF$2,307,56237,6012.8%ETFAAPLApple$2,084,9978,3262.6%Computer and TechnologyMSFTMicrosoft$1,867,2454,4302.3%Computer and TechnologyCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$1,757,36088,0882.2%FinanceVIGVanguard Dividend Appreciation ETF$1,639,6368,3732.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,593,87663,7812.0%ETFAVEMAvantis Emerging Markets Equity ETF$1,546,09826,2991.9%ETFDFISDimensional International Small Cap ETF$1,511,58461,5591.9%ETFNVDANVIDIA$1,509,95711,2441.9%Computer and TechnologyVNQVanguard Real Estate ETF$1,447,18916,2461.8%ETFBRK.BBerkshire Hathaway$1,249,6932,7571.5%FinanceUSRTiShares Core U.S. REIT ETF$1,146,45220,0041.4%ETFDFASDimensional U.S. Small Cap ETF$1,114,95117,1321.4%ETFAVUSAvantis U.S. Equity ETF$1,032,53710,6521.3%ETFSPYSPDR S&P 500 ETF Trust$999,8521,7061.2%FinanceGOOGLAlphabet$828,5664,3771.0%Computer and TechnologyMGCVanguard Mega Cap ETF$801,0503,7671.0%ETFMETAMeta Platforms$767,6041,3110.9%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$727,73414,5780.9%ETFJPMJPMorgan Chase & Co.$639,0672,6660.8%FinanceVTEBVanguard Tax-Exempt Bond ETF$622,86512,4250.8%ETFAMZNAmazon.com$613,6342,7970.8%Retail/WholesaleSPDWSPDR Portfolio Developed World ex-US ETF$583,83817,1060.7%ETFSCHHSchwab U.S. REIT ETF$452,40621,4820.6%ETFJNJJohnson & Johnson$409,2752,8300.5%MedicalAVGOBroadcom$383,9271,6560.5%Computer and TechnologyDFCADimensional California Municipal Bond ETF$370,8717,4100.5%ETFGOOGAlphabet$350,2191,8390.4%Computer and TechnologyLLYEli Lilly and Company$348,1724510.4%MedicalXOMExxon Mobil$337,7703,1400.4%Oils/EnergyVXFVanguard Extended Market ETF$321,4461,6920.4%ETFVVVanguard Large-Cap ETF$299,1991,1090.4%ETFPGProcter & Gamble$270,5871,6140.3%Consumer StaplesVVisa$258,5218180.3%Business ServicesMRKMerck & Co., Inc.$254,4702,5580.3%MedicalUNHUnitedHealth Group$245,8484860.3%MedicalMAMastercard$242,7494610.3%Business ServicesCVXChevron$238,6961,6480.3%Oils/EnergyCLColgate-Palmolive$232,0932,5530.3%Consumer StaplesVBVanguard Small-Cap ETF$222,7409270.3%ETFNVSNovartis$206,9782,1270.3%MedicalVOVanguard Mid-Cap ETF$206,4657820.3%ETFHLNHaleon$131,73813,8090.2%MedicalMFGMizuho Financial Group$72,49914,8260.1%FinanceBITFUFU INC$50,10410,1220.1%CL A ORD SHSSANBanco Santander$45,96010,0790.1%FinanceTEFTelefónica$45,17311,2370.1%UtilitiesORGNOrigin Materials$14,33111,1960.0%Oils/EnergyNAKNorthern Dynasty Minerals$6,93711,9300.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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